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Financial Planning Week
The 2015 FPI Financial Planning Week will be held from 7-11 September across the country. The campaign is aimed at educating consumers about dealing with a professional financial planner and the importance of financial planning.


Ways to celebrate Financial Planning Week (all year round!)

  • Write down your financial goals.
  • Draw up a spending plan (budget).
  • Include your children in the running of the household budget for a month.
  • Get your estate in order: Create or revise your will.
  • Establish an emergency fund.
  • Invite a professional financial planner to speak at your workplace.
 Email mymoney123@fpi.co.za for more information.

What is a CFP® professional?

 
CFP®, CERTIFIED FINANCIAL PLANNER® and  are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB.
Please visit  www.fpsb.org to learn more about the FPSB and the affiliate countries.

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